By default, your FamilyProperty Account will display the FamilyProperty name and logo.
To change this, so that your firm's name and logo are reflected on the homepage - and in client invitation emails - an Account Admin can:
- Click on 'Account' > 'Settings' and edit the 'Firm Name' field, along with any other fields relevant.
- To choose a logo, click on the 'Firm Logo' field to browse and upload your image file.
- Hit 'Save'.
Your firm's logo will now appear in top left corner instead of the FamilyProperty logo, and any client invitation emails will now show your firm's name and logo instead.
From 'Account' > 'Settings' > you can also add in your firm's mailing address by clicking to expand the 'Mailing address' section.
Lastly, your firm may also be interested in customising the header and footer for any FamilyProperty generated reports!